Kelman Lazarov, Inc. Closed Holding Positions

Kelman Lazarov, Inc.

  • $507 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BKT
Blackrock Income Trust, Inc.

Financial Services
Q4 2018 Filed on Feb 11, 2019
49,823
$5.56 - $5.78 $277K - $288K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
2,463
N/A
VTR
Ventas, Inc.

Real Estate
Q4 2018 Filed on Feb 11, 2019
11,014
$52.86 - $65.47 $582K - $721K
TDF
Templeton Dragon Fund Inc

Financial Services
Q4 2018 Filed on Feb 11, 2019
11,200
$16.22 - $19.86 $182K - $222K
Morgan Stanley Emer Mkts Fd
Q4 2018 Filed on Feb 11, 2019
10,250
N/A
STEW
Boulder Growth & Income Fund

Financial Services
Q4 2018 Filed on Feb 11, 2019
10,093
$9.6 - $11.26 $96.9K - $114K
WELL
Welltower Inc.

Real Estate
Q3 2018 Filed on Nov 14, 2018
10,050
$61.7 - $67.46 $620K - $678K
1/100 Berkshire Htwy Class A
Q3 2018 Filed on Nov 14, 2018
5
N/A
VHT
Vanguard Health Care ETF

ETFs
Q3 2018 Filed on Nov 14, 2018
3,013
N/A
Berkshire Hathaway
Q3 2018 Filed on Nov 14, 2018
51,581
N/A
BACPRE
Bank Of America Corp Dep Sh Re
Q3 2018 Filed on Nov 14, 2018
44,350
N/A
Reliance Bancshares Inc Cl A Com
Q3 2018 Filed on Nov 14, 2018
30,000
N/A
UL
Unilever PLC

Consumer Defensive
Q3 2018 Filed on Nov 14, 2018
3,762
$54.54 - $57.74 $205K - $217K
Prudential Global Short Duration High Yield Fd Inc
Q3 2018 Filed on Nov 14, 2018
246,662
N/A
Powershares Exchange Traded Fd Tr Dynamic Buyback
Q3 2018 Filed on Nov 14, 2018
20,072
N/A
GIS
General Mills Inc

Consumer Defensive
Q3 2018 Filed on Nov 14, 2018
5,334
$42.89 - $47.77 $229K - $255K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q3 2018 Filed on Nov 14, 2018
32,509
N/A
Rydex ETF Tr Russell Top 50 ETF Fd
Q2 2018 Filed on Aug 03, 2018
1,400
N/A
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2018 Filed on Aug 03, 2018
3,825
N/A
VEA
Vanguard Ftse Developed Market

ETFs
Q2 2018 Filed on Aug 03, 2018
4,564
$42.43 - $45.59 $194K - $208K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q2 2018 Filed on Aug 03, 2018
47,484
$11.15 - $12.02 $529K - $571K
First Israel Fund
Q2 2018 Filed on Aug 03, 2018
25,904
N/A
Corindus Vascular
Q2 2018 Filed on Aug 03, 2018
66,950
N/A
PGNN
Paragon Finl Solutions Inc (Tn
Q2 2018 Filed on Aug 03, 2018
13,000
N/A
Monsanto CO New Com
Q2 2018 Filed on Aug 03, 2018
8,621
N/A
KIM
Kimco Realty Corp

Real Estate
Q1 2018 Filed on May 08, 2018
10,400
$14.01 - $18.12 $146K - $188K
USA
Liberty All Star Equity Fund

Financial Services
Q1 2018 Filed on May 08, 2018
13,952
$6.02 - $6.77 $84K - $94.5K
Alpine Total Dynamic Divid Fd Com Shs Ben Int
Q1 2018 Filed on May 08, 2018
15,000
N/A
SPG
Simon Property Group Inc

Real Estate
Q1 2018 Filed on May 08, 2018
3,900
$150.46 - $172.42 $587K - $672K
LADR
Ladder Capital Corp

Real Estate
Q1 2018 Filed on May 08, 2018
12,500
$13.46 - $15.34 $168K - $192K
MGU
Macquarie Global Infrastructure Total Return Fund Inc.

Financial Services
Q1 2018 Filed on May 08, 2018
64,734
$21.4 - $26.14 $1.39M - $1.69M
Powershares Exchange Traded Fd Tr Intl Divid Achie
Q1 2018 Filed on May 08, 2018
10,200
N/A
Rydex ETF Tr Russell Top 50 ETF Fd
Q1 2018 Filed on May 08, 2018
1,400
N/A
GAB
Gabelli Equity Trust Inc

Financial Services
Q1 2018 Filed on May 08, 2018
19,101
$6.01 - $6.64 $115K - $127K
Ubiquiti Networks Inc Com
Q1 2018 Filed on May 08, 2018
3,794
N/A
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q1 2018 Filed on May 08, 2018
1,200
$194.0 - $245.12 $233K - $294K
Chesapeake Energy Corp
Q4 2017 Filed on Jan 23, 2018
10,998
N/A
RVT
Royce Value Trust, Inc.

Financial Services
Q4 2017 Filed on Jan 23, 2018
50,454
$15.24 - $16.17 $769K - $816K
BIT
Black Rock Multi Sector Income Trust

Financial Services
Q4 2017 Filed on Jan 23, 2018
192,230
$17.79 - $18.73 $3.42M - $3.6M
Themaven Inc
Q4 2017 Filed on Jan 23, 2018
15,000
N/A
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
Q4 2017 Filed on Jan 23, 2018
10,000
$4.92 - $5.18 $49.2K - $51.8K
Track This Portfolio

Track Kelman Lazarov, Inc. Portfolio

Follow Kelman Lazarov, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelman Lazarov, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kelman Lazarov, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email